Daan Struyven, Goldman Sachs co-head of global commodities research, says that global economic uncertainty is raising fears ...

Nat Gas pipelines offer a smart play in the AI-driven gold rush. Find out why sophisticated investors should focus on ...

Starmer has found recourse in foreign policy and bending to the right, but the problems he faces stem from his economic ...

The final portfolio consists of two areas, defensive secular growers and procyclical secular growth names. Regional exposure is a byproduct of stock selection. Concentration among the top 10 ...

They repeated that trade around the 2024 US elections and reallocated the proceeds to data centers and more procyclical sectors like pipelines and waste. While we applaud the internal succession ...

This Labour government promised change from all that. Incoming chancellor Rachel Reeves committed to rewiring the Treasury brain from fiscal-dominated to growth-first. To that end, she tweaked the ...